Employers › Equity Lifestyle Properties
Recordkeeping fees per participant · Equity Lifestyle Properties, Inc. Retirement Savings Plan · plan year 2024
$9.89
Higher than 10% of the 5,847 plans $50 to 250M that report it.
= $17,416 / 1,761
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251007151739NAL0004774481001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007151739NAL0004774481001, received 2025-10-07
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-07.
Administrative expenses excluding investment management, per participant
$9.89
Higher than 6% of the 8,758 plans $50 to 250M that report it.
= $17,416 / 1,761
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007151739NAL0004774481001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007151739NAL0004774481001, received 2025-10-07
Administrative expenses per participant
$14.15
Higher than 5% of the 9,042 plans $50 to 250M that report it.
= $24,916 / 1,761
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007151739NAL0004774481001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007151739NAL0004774481001, received 2025-10-07
Administrative expenses as a share of assets
0.029%
Higher than 12% of the 9,049 plans $50 to 250M that report it.
= $24,916 / $87,143,902
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007151739NAL0004774481001, received 2025-10-07
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007151739NAL0004774481001, received 2025-10-07
Employer contributions per participant
$1,776
Higher than 27% of the 9,105 plans $50 to 250M that report it.
= $3,126,662 / 1,761
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007151739NAL0004774481001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007151739NAL0004774481001, received 2025-10-07
Employer share of total contributions
29.2%
Higher than 49% of the 9,112 plans $50 to 250M that report it.
= $3,126,662 / $10,696,576
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007151739NAL0004774481001, received 2025-10-07
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007151739NAL0004774481001, received 2025-10-07
Employer match
“In addition, we match 100.0% of their contribution up to the first 3.0% and then 50.0% of the next 2.0% for a maximum potential match of 4.0%.”
Form 10-K filed 2026-02-18, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Vesting
“Both employee contributions and our matching contributions vest immediately.”
Form 10-K filed 2026-02-18, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251007151739NAL0004774481001, received 2025-10-07
| Field | Value | Source |
|---|---|---|
| Plan sponsor | EQUITY LIFESTYLE PROPERTIES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Plan name | EQUITY LIFESTYLE PROPERTIES, INC. RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Sponsor EIN / plan number | 36-3857664 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Sponsor location | CHICAGO, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Industry (business code) | 531190, Real estate and rental and leasing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Filing received | 2025-10-07 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Participants, beginning of year | 3,591 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Active participants | 3,328 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Participants, end of year | 4,076 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Participants with an account balance | 1,761 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Total assets, beginning of year | $77,288,903 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Total assets, end of year | $87,143,902 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Net assets, end of year | $87,143,902 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Total income | $21,361,545 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Net income | $9,854,999 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Employer contributions | $3,126,662 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Participant contributions | $6,554,768 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Other contributions (incl. rollovers) | $1,015,146 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Total contributions | $10,696,576 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Benefit payments | $11,481,630 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Total expenses (incl. benefit payments) | $11,506,546 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Total administrative expenses | $24,916 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Recordkeeping fees | $17,416 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Investment advisory and management fees | $7,500 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Administrative expenses excluding investment management | $17,416 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Held in common/collective trusts | $2,038,656 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Held in mutual funds | $83,776,427 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251007151739NAL0004774481001, received 2025-10-07 |
| Independent auditor | ERNST & YOUNG LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251007151739NAL0004774481001, received 2025-10-07 |
Position = column in the DOL layout for form year 2024. Filing 20251007151739NAL0004774481001, received 2025-10-07.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $17,416 | yes |
| ARTHUR J. GALLAGHER & CO. | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $7,500 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251007151739NAL0004774481001, received 2025-10-07.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $77,288,903 | $87,143,902 | 12.8% |
| Participants with a balance | 1,665 | 1,761 | 5.8% |
| Administrative expenses | $136,490 | $24,916 | -81.7% |
| Recordkeeping fees per participant | $81.80 | $9.89 | -87.9% |
| Employer contributions | $2,806,976 | $3,126,662 | 11.4% |
Prior filing 20241014180620NAL0013721379001, received 2024-10-14; the plan years are contiguous.
Sponsor name as filed: EQUITY LIFESTYLE PROPERTIES, INC.; SEC registrant: EQUITY LIFESTYLE PROPERTIES INC (CIK 895417, matched by EIN; display name from the Form 10-K cover).